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White Swan Wealth Management was established by founder Andreas Moench, who has been an adviser within the Quilter Financial Planning Network since 2016. Our team is based in Twickenham but offers services to clients across the UK. Between the team there is over 40 years’ experience in the financial sector.
We offer full financial planning, specialising in pensions, investments, protection and tax and estate planning. Further to this we can offer equity release, long term care, and corporate and trustee advice. We also have our own dedicated mortgage team.
We strive to put clients in a better place, with them being at the forefront of everything we do. We are passionate about giving clients the tools they need so they can make informed decisions with our guidance and advice.
Our clients range from those just starting out at life looking for their first home, through to those looking for a comfortable retirement. This can include those setting up by themselves, people with partners, families and those wishing to leave a legacy to others. Furthermore, we deal with companies and directors, protecting their key people and business from unexpected situations.
We will always look at each case individually and can advise on all aspects of financial planning.
Estate planning & Trusts/Trustee Advice are not regulated by the Financial Conduct Authority.
